The Default Sort Order
When you open the Task Manager, your task list is automatically sorted to show the most important things first:
Tasks with unseen changes — anything with a new email, a new action assigned to you, or an unread update appears at the top
Then by most recently created — newer tasks appear before older ones
This default is personalised to you. Two people on the same team looking at the same list may see it in a completely different order — because what's "unseen" is based on what you specifically have already read or acted on.
Changing the Sort Order in Card View
In card view, you can change how the list is sorted at any time using the sort button at the top of the task list (the up/down arrow icon).
The card view sort options are:
Sort option | What it does |
Customer | Orders tasks alphabetically by customer name |
Date created | Shows the newest tasks first (this is the default base order) |
Date due | Shows tasks closest to their deadline first — useful for prioritising by urgency |
Date modified | Shows tasks that were most recently updated first — useful if you want to see what's been active lately |
Priority | Shows Critical tasks first, then High, Medium, and Low |
Invoices Amount | Sorts by the total amount of the invoices linked to the task |
Invoices Due Balance | Sorts by the due balance of the invoices linked to the task |
Invoices Overdue Balance | Sorts by the overdue balance of the invoices linked to the task |
Invoices Balance | Sorts by the outstanding balance of the invoices linked to the task |
Important: the four invoice sort options refer to the invoices linked to that specific task - not the customer's overall balance. Two tasks for the same customer can sort very differently if they relate to different invoices.
Sorting in List View
In list view, sorting works differently: click any column header to sort by that column. Whatever columns you've added to the view — including the amount columns at task or customer level — can be sorted directly, so you're not limited to the card view options above.
Tips on When to Use Each
Starting your day? Stick with the default — it surfaces tasks that have had recent activity and things you haven't seen yet
Managing deadlines? Switch to Date due so overdue and soon-to-expire tasks rise to the top
Catching up after time away? Use Date modified to see what changed while you were gone
Triaging a large backlog? Use Priority to work through the most critical cases first
Chasing the biggest balances? Sort by Invoices Overdue Balance to put the tasks tied to the largest overdue invoices at the top of your queue